About GuideVine
GuideVine is a company based in New York (United States) founded in 2013 was acquired by Avantax in March 2021. GuideVine operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
- Headquarter New York, United States
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Sectors
Technology
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Phone
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People of GuideVine
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Leadership Team
18 people
Legal and Compliance
14 people
Software Development Team
10 people
Sales and Marketing
10 people
Finance and Accounting
9 people
Product Management Team
5 people
Investment Team
4 people
Registered Team
4 people
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Funding Insights of GuideVine
Detailed funding history for GuideVine
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Investors in GuideVine
GuideVine has secured backing from 1 investor. Prominent investors backing the company include Avantax.
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Holistic financial services are delivered via wealth management.
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Investor details for GuideVine
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Investments & Acquisitions by GuideVine
Investment portfolio details for GuideVine
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Financial Statements - GuideVine
Detailed financials for GuideVine
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Guidevine Comparisons
Peer comparison for GuideVine
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Competitors of GuideVine
GuideVine operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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Personal finance management and investment advise
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App-based financial planning and management platform for individuals
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Financial planning and advisory platform
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An app-based platform is provided for individual wealth management.
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Detailed competitors of GuideVine
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Latest news on Guidevine
Complete news archive for GuideVine
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Frequently Asked Questions about GuideVine
GuideVine was founded in 2013.
GuideVine is headquartered in New York, United States. It is registered at New York, New York, United States.
GuideVine was founded in 2013 and is headquartered in New York, United States. An online platform is operated to connect high net worth individuals with financial advisors in the fintech sector. Matching occurs based on investor preferences, while detailed profiles, videos, and reviews are made available for evaluation. Services focus on facilitating informed selections without direct transactions.
GuideVine's top competitors include The Tifin Group, Ascensus and Farther.
GuideVine has 1 investor. Key investors include Avantax.